William L Chip Graddy Jr, CFP®, CLU®, ChFC®

Wealth Management Advisor

  • Office 770-771-0602
  • Mobile 770-776-8372
  • Fax 770-246-8353

Our Mission

When our clients feel confident that their financial future is in good hands, it makes them, their relationships and their lives better.  Using decades of experience, and coordinating needed resources, we work with our clients to pull together all of the pieces of their financial lives and build a plan to help them achieve their vision for the future.
 

Our Process

Since life’s complexities leave little room for "standard" approaches, Chip Graddy uses a four-step approach to build financial security for our clients:

Planning Horizon graphic
  • Discovering you personally and financially
  • Analyzing your needs and identifying creative solutions
  • Implementing strategies
  • Monitoring your progress and results
     

The foundation of our process is a commitment to quality, trust and compassion in serving clients.

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.


 

 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck